Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q1 2026
Institutional positions in Intuitive Surgical Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,323
- −64 vs. Q4 2025
- Shares held
- 300.2M
- +31.4M (+11.7%) vs. Q4 2025
- Total value
- $138.7B
- −$12.1B (−8.1%) vs. Q4 2025
- New holders
- 179
- 999 more added
- Sold out
- 243
- 834 more reduced
32 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group LLC | 968 | $446.2K | 0.05% | +968 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 967 | $445.8K | 0.06% | +135+16.2% | Added |
| KFG Wealth Management, LLC | 964 | $444.4K | 0.06% | −16−1.6% | Reduced |
| Ameriflex Group, Inc. | 962 | $443.5K | 0.22% | 00.0% | Unchanged |
| Causey Wealth LLC | 958 | $441.6K | 0.19% | −5−0.5% | Reduced |
| Resurgent Financial Advisors LLC | 957 | $441.2K | 0.16% | +1+0.1% | Added |
| Bay Capital Advisors, LLC | 955 | $440.2K | 0.27% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 955 | $440.2K | 0.22% | +17+1.8% | Added |
| Integrity Alliance, LLC. | 952 | $438.9K | 0.02% | −32−3.3% | Reduced |
| Ledgewood Wealth Advisors, LLC | 950 | $437.9K | 0.25% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 948 | $437.0K | 0.01% | −687−42.0% | Reduced |
| West Family Investments, Inc. | 945 | $435.6K | 0.15% | −377−28.5% | Reduced |
| Anchyra Partners LLC | 940 | $433.3K | 0.13% | +27+3.0% | Added |
| Hodges Capital Management Inc. | 937 | $431.9K | 0.04% | +550+142.1% | Added |
| Cross Staff Investments Inc | 936 | $431.5K | 0.28% | 00.0% | Unchanged |
| DRW Securities, LLC | 933 | $430.1K | 0.02% | +933 | New |
| Paladin Wealth, LLC | 932 | $429.6K | 0.30% | −30−3.1% | Reduced |
| Sittner & Nelson, LLC | 929 | $428.3K | 0.16% | 00.0% | Unchanged |
| Citizens Business Bank | 925 | $426.4K | 0.07% | −23−2.4% | Reduced |
| Hall Laurie J Trustee | 925 | $426.4K | 0.15% | 00.0% | Unchanged |
| Militia Capital Management LLC | 921 | $424.6K | 0.10% | +921 | New |
| Severin Investments, LLC | 920 | $424.3K | 0.36% | +920 | New |
| FSM Wealth Advisors, LLC | 917 | $422.6K | 0.05% | +7+0.8% | Added |
| SCS Capital Management LLC | 917 | $422.5K | 0.00% | −19−2.0% | Reduced |
| Fiduciary Financial Group, LLC | 916 | $422.3K | 0.06% | −4−0.4% | Reduced |
| Perissos Private Wealth Management, LLC | 916 | $422.3K | 0.37% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 915 | $421.8K | 0.01% | −52−5.4% | Reduced |
| Clarus Group, Inc. | 915 | $421.8K | 0.15% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 905 | $417.2K | 0.12% | 00.0% | Unchanged |
| Optimize Financial Inc | 904 | $416.7K | 0.20% | −16−1.7% | Reduced |
| Coastal Bridge Advisors, LLC | 904 | $416.7K | 0.03% | −1−0.1% | Reduced |
| Yukon Wealth Management, Inc. | 903 | $416.3K | 0.25% | 00.0% | Unchanged |
| SHP Wealth Management | 902 | $416.0K | 0.03% | −168−15.7% | Reduced |
| Apella Capital, LLC | 886 | $415.9K | 0.01% | +886 | New |
| Aprio Wealth Management, LLC | 901 | $415.4K | 0.02% | −30−3.2% | Reduced |
| New Republic Capital, LLC | 900 | $414.9K | 0.14% | −605−40.2% | Reduced |
| Northstar Asset Management LLC | 900 | $414.9K | 0.09% | 00.0% | Unchanged |
| Praxis Capital Management LLC | 900 | $414.9K | 0.97% | 00.0% | Unchanged |
| YANKCOM Partnership | 898 | $414.0K | 0.17% | +20+2.3% | Added |
| Bridgewater Advisors Inc. | 956 | $413.3K | 0.02% | −86−8.3% | Reduced |
| Gateway Wealth Partners, LLC | 888 | $409.4K | 0.02% | +888 | New |
| VisionPoint Advisory Group, LLC | 885 | $408.0K | 0.08% | +82+10.2% | Added |
| Riverstone Advisors, LLC | 881 | $406.1K | 0.20% | +82+10.3% | Added |
| Stonebridge Financial Group, LLC | 879 | $405.3K | 0.34% | −1−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 896 | $404.6K | 0.03% | −66−6.9% | Reduced |
| Abel Hall, LLC | 875 | $403.4K | 0.09% | −406−31.7% | Reduced |
| Altfest L J & Co Inc | 874 | $402.9K | 0.04% | +99+12.8% | Added |
| Family Management Corp | 874 | $402.9K | 0.05% | +120+15.9% | Added |
| Rainier Family Wealth Inc | 869 | $400.6K | 0.27% | −33−3.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 869 | $400.6K | 0.06% | +151+21.0% | Added |
| Relyea Zuckerberg Hanson LLC | 866 | $399.2K | 0.04% | +86+11.0% | Added |
| Foronjy Financial LLC | 863 | $397.8K | 0.17% | 00.0% | Unchanged |
| Ewa, LLC | 856 | $394.6K | 0.09% | +181+26.8% | Added |
| Campbell & CO Investment Adviser LLC | 856 | $394.6K | 0.02% | +856 | New |
| MONECO Advisors, LLC | 846 | $389.9K | 0.03% | +118+16.2% | Added |
| Wealth Management Associates, Inc. | 845 | $389.5K | 0.13% | −57−6.3% | Reduced |
| KC Investment Advisors, LLC | 843 | $388.6K | 0.09% | +155+22.5% | Added |
| First American Trust, FSB | 843 | $388.5K | 0.03% | +44+5.5% | Added |
| Kestra Investment Management, LLC | 843 | $388.5K | 0.01% | −320−27.5% | Reduced |
| Main Street Research LLC | 839 | $386.8K | 0.02% | +331+65.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 838 | $386.3K | 0.09% | 00.0% | Unchanged |
| Financial Consulate, Inc | 835 | $384.9K | 0.05% | −119−12.5% | Reduced |
| Blueshift Asset Management, LLC | 834 | $384.5K | 0.12% | +834 | New |
| One Capital Management, LLC | 833 | $384.0K | 0.01% | +31+3.9% | Added |
| First Nebraska Trust Co | 831 | $383.1K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 828 | $382.1K | 0.11% | 00.0% | Unchanged |
| Claro Advisors LLC | 828 | $381.7K | 0.05% | +110+15.3% | Added |
| Concord Wealth Partners | 827 | $381.2K | 0.05% | −3,075−78.8% | Reduced |
| Burton Enright Welch | 825 | $380.3K | 0.05% | +57+7.4% | Added |
| Capital Performance Advisors LLP | 823 | $379.6K | 0.03% | +27+3.4% | Added |
| Florida Financial Advisors, LLC | 821 | $378.5K | 0.09% | +96+13.2% | Added |
| JM2 Capital Inc. | 821 | $378.5K | 0.31% | +6+0.7% | Added |
| Oak Harbor Wealth Partners, LLC | 820 | $378.0K | 0.09% | −45−5.2% | Reduced |
| Autumn Glory Partners, LLC | 820 | $378.0K | 0.14% | +21+2.6% | Added |
| Oxford Asset Management LLP | 820 | $378.0K | 0.15% | +820 | New |
| McAdam, LLC | 817 | $376.4K | 0.02% | +215+35.7% | Added |
| Independent Family Office, LLC | 816 | $376.2K | 0.15% | +816 | New |
| Triangle Securities Wealth Management | 812 | $374.3K | 0.08% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 810 | $373.4K | 0.25% | −50−5.8% | Reduced |
| Advance Capital Management, Inc. | 807 | $372.0K | 0.01% | +6+0.7% | Added |
| Canandaigua National Corp | 804 | $370.6K | 0.03% | +804 | New |
| Prescott Group Capital Management, L.L.C. | 802 | $369.7K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 802 | $369.7K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 802 | $369.7K | 0.03% | +1+0.1% | Added |
| Arcataur Capital Management LLC | 801 | $369.3K | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 800 | $368.8K | 0.03% | −62−7.2% | Reduced |
| Arnhold LLC | 800 | $368.8K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 798 | $367.9K | 0.01% | −177−18.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 796 | $367.0K | 0.11% | +45+6.0% | Added |
| WESPAC Advisors SoCal, LLC | 790 | $364.2K | 0.08% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 789 | $363.7K | 0.11% | +789 | New |
| Francis Financial, Inc. | 787 | $362.8K | 0.07% | −12−1.5% | Reduced |
| Cornerstone Wealth Management, LLC | 780 | $359.6K | 0.02% | −31−3.8% | Reduced |
| Creative Capital Management Investments LLC | 780 | $359.6K | 0.10% | 00.0% | Unchanged |
| Second Line Capital, LLC | 785 | $359.2K | 0.07% | +169+27.4% | Added |
| Sunbelt Securities, Inc. | 778 | $358.7K | 0.02% | −82−9.5% | Reduced |
| Mirabella Financial Services LLP | 777 | $358.2K | 0.03% | +777 | New |
| Avalon Trust Co | 773 | $356.3K | 0.02% | −36−4.4% | Reduced |
| Vaughan David Investments LLC | 773 | $356.0K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 772 | $355.9K | 0.04% | 00.0% | Unchanged |